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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,415 | $97,125-98.5% | $86,233-98.4% | $137,256-99.0% |
| Participation rate | 86.4% | 74.2%+12.2pp | 69.0%+17.3pp | 80.0%+6.4pp |
| Annual return | 23.91% | 74.19%-50.3pp | 61.39%-37.5pp | 220.34%-196.4pp |
| Employer contribution / active EE | $294 | $2,841-89.7% | $2,504-88.3% | $4,156-92.9% |
| Participant deferral / active EE | $376 | $5,180-92.7% | $4,559-91.8% | $6,407-94.1% |
| Admin fee / account holder | $1 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |